Sonya
My feedback
12 results found
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545 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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commented
I agree! We also would like to be able to merge the clients account info into letters. Like the investment name, account number, balance. etc.
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59 votes
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Sonya
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68 votes
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184 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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Sonya
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14 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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154 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Sonya
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65 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Sonya
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654 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Sonya
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929 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Sonya
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292 votes
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Sonya
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463 votes
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commented
Any office that uses Laser App would agree to this! Please create the membership insert button!
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1,964 votes
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Sonya
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commented
We set up tag groups for each month of the year. At the begining of each month we check out the ages of those clients to see if they need an RMD. We also set up a tag group for our clients that are already getting RMD's.
Would be nice to be able use excel as a merge document also.